KATZ FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KATZ FOUNDATION (EIN 22-3336393)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-02
IRS object ID
202213069349100906
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-02T08:57:13-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11650 MARKET STREET SUITE 4500AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191037341ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223336393EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATZ FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O DREW KATZBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKATZBusinessNameControlTxt
Phone8566676440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1905 N KINGS HWYAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDREW KATZPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8566676440PhoneNum
Signature2022-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDREWPersonFirstNm
Person LastKATZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S KEHOE CPAPreparerPersonNm
PTINP00096004PTIN
Phone2159720701PhoneNum
Preparation2022-11-01PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,565,691FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,695,663ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$89,121DividendsRevAndExpnssAmt
Dividends Net Invst Incm$89,121DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$258,974NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,719,123GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$258,974CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$216,419OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$216,419OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,260,177TotalRevAndExpnssAmt
Total Net Invst Incm$564,514TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$100,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$37,458OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$37,458OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$140,608TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,458TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,020,159ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,020,159ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,160,767TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,458TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,020,159TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,099,410ExcessRevenueOverExpensesAmt
Net Investment Income$527,056NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$142,089CashBOYAmt
Cash EOY$1,109,777CashEOYAmt
Cash EOYFMV$1,109,777CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,105,265SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,000,240SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,000,290SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,884,402OtherInvestmentsBOYAmt
Other Investments EOY$6,120,942OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,455,624OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,131,756TotalAssetsBOYAmt
Total Assets EOY$9,230,959TotalAssetsEOYAmt
Total Assets EOYFMV$9,565,691TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,131,756NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,230,959NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,131,756TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,230,959TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,131,756TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,230,959TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,131,756TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,099,410ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,231,166SubtotalAmt
Other Decreases$207OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,230,959TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RT HEDGE STRATP2018-06-012021-12-31$2,619,123$2,355,124$263,999$263,999
US TREASURIESP2020-08-262021-05-26$1,200,000$1,202,274-$2,274-$2,274
US TREASURIESP2020-08-262021-08-02$800,000$801,676-$1,676-$1,676
US TREASURIESP2019-06-122021-04-30$2,100,000$2,099,055$945$945
US TREASURIESP2020-07-312021-08-02$1,000,000$1,002,020-$2,020-$2,020
FieldValueIRS element (for citing)
Capital Gain Net Income$258,974CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,326InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,326SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,326TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,507EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,507TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$5,819TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDREW KATZIndividualWithBooksNm
Phone8566676440PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1905 N KINGS HWYAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08034ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDREW KATZPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1905 N KINGS HWYAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08034ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,552,753AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$625,933AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,002,672FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,181,358TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,181,358AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$122,720CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,058,638NetVlNoncharitableAssetsAmt
Minimum Investment Return$402,932MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$402,932MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,326TaxBasedOnInvestmentIncomeAmt
Total Tax$7,326TotalTaxAmt
Distributable Before Adj$395,606DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$395,606DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$395,606DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,020,159ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,020,159QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$395,606DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,840,528ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,137,593ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,092,991ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,734,254ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,513,415ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,318,781TotalExcessDistributionCyovAmt
Qualifying Distributions$2,020,159QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$395,606AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,624,553RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$12,943,334TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,840,528ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,102,806ExcessDistriCyovToNextYrAmt
Excess From Year4$2,137,593ExcessFromYear4Amt
Excess From Year3$2,092,991ExcessFromYear3Amt
Excess From Year2$1,734,254ExcessFromYear2Amt
Excess From Year1$1,513,415ExcessFromYear1Amt
Excess From Current Year$1,624,553ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDREW KATZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LONGPORT VOLUNTEER FIRE DEPARTMENT
2301 ATLANTIC AVELONGPORTNJ08403PUBLICCHARITABLE DONATION$250
BOYS & GIRLS CLUB OF CAMDEN COUNTY
2 NORTH DUDLEY STREETCAMDENNJ08105PUBLICCHARITABLE DONATION$2,021
TEMPLE UNIVERSITY
1330 POLETT WALKPHILADELPHIAPA19122PUBLICCHARITABLE DONATION$25,000
BREATHE 4ALS
PO BOX 705WESTPORTCT068810705PUBLICCHARITABLE DONATION$25,000
CHALLENGED ATHLETES FOUNDATION
9591 WAPLES STREETSAN DIEGOCA92121PUBLICCHARITABLE DONATION$5,000
NATIONAL CONSTITUTION CENTER
525 ARCH STREETPHILADELPHIAPA19106PUBLICCHARITABLE DONATION$25,000
ENCOURAGE KIDS FOUNDATION
1560 BROADWAY SUITE 600NEW YORKNY11036PUBLICCHARITABLE DONATION$5,000
PROJECT RENEWAL INC
200 VARICK STREET 9TH FLOORNEW YORKNY10014PUBLICCHARITABLE DONATION$5,000
INTEGRITY FIRST FOR AMERICA
PO BOX 1831NEW YORKNY10156PUBLICCHARITABLE DONATION$25,000
LONGPORT VOLUNTEER FIRE DEPARTMENT
2301 ATLANTIC AVELONGPORTNY08403PUBLICCHARITABLE DONATION$200
LONGPORT SCHOLARSHIP FUND
16 S 33RD AVENUELONGPORTNY08403PUBLICCHARITABLE DONATION$1,000
CONGREGATION BETH EL
8000 MAIN STREETVOORHEESNJ08403PUBLICCHARITABLE DONATION$500
TEMPLE UNIVERSITY
1330 POLETT WALKPHILADELPHIAPA19122PUBLICCHARITABLE DONATION$10,000
DWIGHT ENGLEWOOD
315 EAST PALISADE AVENUEENGLEWOODNJ07631PUBLICCHARITABLE DONATION$25,000
TEMPLE UNIVERSITY
1330 POLETT WALKPHILADELPHIAPA19122PUBLICCHARITABLE DONATION$965,000
COLUMBIA UNIVERSITY
622 WEST 113TH STREETNEW YORKNY10025PUBLICCHARITABLE DONATION$200,000
LONGPORT POLICEMEN'S BENEVOLENT ASSOCIATION
2305 ATLANTIC AVELONGPORTNY08403PUBLICCHARITABLE DONATION$500
CHILDREN'S MEDICAL FUND OF NEW YORK
300 ROBBINS LANESYOSSETNY11791PUBLICCHARITABLE DONATION$9,000
SETH NEMEROFF FOUNDATION
PO BOX 446HADDONFIELDNJ08033PUBLICCHARITABLE DONATION$5,000
VIRTUA HEALTH FOUNDATION
303 LIPPINCOTT DRIVEMARLTONNJ08053PUBLICCHARITABLE DONATION$25,000
CATHEDRAL KITCHEN
1514 FEDERAL STREETCAMDENNJ08105PUBLICCHARITABLE DONATION$500
SANCTUARY FOR FAMILIES
PO BOX 1406NEW YORKNY10268PUBLICCHARITABLE DONATION$5,000
TARA MILLER MELANOMA FOUNDATION
PO BOX 3154MARGATENJ08402PUBLICCHARITABLE DONATION$30,000
RIDERS ALLIANCE
555 EIGHTH AVENUENEW YORKNY10018PUBLICCHARITABLE DONATION$10,000
CAMDEN SCHOOLS FOUNDATION
PO BOX 142CAMDENNJ08101PUBLICCHARITABLE DONATION$1,000
AMERICAN BALLET THEATRE
890 BROADWAYNEW YORKNY10003PUBLICCHARITABLE DONATION$10,000
LET'S WIN PANCREATIC CANCER
422 EAST 72ND STREET SUITE 9DNEW YORKNY10021PUBLICCHARITABLE DONATION$1,800
THE DREAM BIG FOUNDATION
50 BELTON ROADBABYLONNY11702PUBLICCHARITABLE DONATION$5,000
FIRST NAZARENE BAPTIST CHURCH
1500 SOUTH 8TH STREETCAMDENNJ08104PUBLICCHARITABLE DONATION$2,000
PROJECT ALS
801 RIVERSIDE DRIVE SUITE 6GNEW YORKNY10032PUBLICCHARITABLE DONATIONS$1,500
GRASSROOT SOCCER
15 LEBANON STREETHANOVERNH03755PUBLICCHARTIABLE DONATIONS$10,000
NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 SOUTH INDEPENDENCE MALL EASTPHILADELPHIAPA19106PUBLICCHARITABLE DONATIONS$288,888
ONE EAST SIXTIETH ST HISTORICAL FOUNDATION
ONE EAST SIXITETH STREETNEW YORKNY10022PUBLICCHARITABLE DONATIONS$1,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401PUBLICCHARITABLE DONATIONS$150,000
CONGREGATION BETH EL
8000 MAIN STREETVOORHEESNJ08043PUBLICCHARITABLE DONATIONS$125,000
ED SNIDER YOUTH HOCKEY FOUNDATION
3601 S BROAD STREETPHILADELPHIAPA19148PUBLICCHARITABLE DONATION$10,000
CHICKEN AND EGG PICTURES
55 WASHINGTON ST SUITE 307BROOKLYNNY11201PUBLICCHARITABLE DONATIONS$5,000
DREXEL HILLEL
118 N 34TH STREETPHILADELPHIAPA19104PUBLICCHARITABLE DONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,020,159TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89,121ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$216,419ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$258,974ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$564,514ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$564,514TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEWIS KATZ CHARITABLE LEAD TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1905 N KINGS HWYAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08034ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,695,663TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN PARTNERSHIPSAT COST$1,145,846$1,224,465
INVESTMENT IN MUTUAL FUNDSFMV$4,975,096$5,231,159

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNON-DEDUCTIBLE EXPENSESDesc
Amt$207Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$37,458RevenueAndExpensesPerBooksAmt
Net Investment Income$37,458NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINVESTMENT INCOMEDesc
Revenue And Expenses Per Books$216,419RevenueAndExpensesPerBooksAmt
Net Investment Income$216,419NetInvestmentIncomeAmt
Adjusted Net Income$216,419AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$100,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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